Mutual Funds are among the most popular types of investment vehicles. Mutual funds offer certain advantages over individual securities, such as the ability to diversify the client’s holdings along with the services of a professional money manager. However, with thousands of mutual funds available, each with varying asset classes, investment risk profiles, fees affecting returns and tax ramifications, investing in mutual funds can be quite complex.
Whether you are interested in money market funds, bond funds or stock funds, deciding which type of fund or combination is dependent on many factors.
At Jeffrey Matthews, we take what can be a confusing process and simplify it for our clients, providing you with the right information at the right time in order to help you make the most educated investment decision. Furthermore, we continually monitor the financial markets and we will assist you in monitoring your portfolio in order to make sound investment decisions as your goals change.
*Information reproduced or adapted from the U.S. Securities and Exchange Commission (SEC), www.investopedia.com, the Municipal Securities Rulemaking Board (MSRB) or MSRB’s official repository for municipal bond information.